Clifford Swan Investment Counsel’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Hold |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $333K | Hold |
|
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|
2024
Q3 | $342K | Hold |
|
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|
2024
Q2 | $306K | Hold |
|
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|
2024
Q1 | $312K | Hold |
|
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|
2023
Q4 | $297K | Sell |
|
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $431K | Hold |
|
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|
2023
Q1 | $445K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $447K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $461K | Hold |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $351K | Hold |
|
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|
2020
Q2 | $347K | Hold |
|
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $433K | Hold |
|
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|
2019
Q3 | $418K | Buy |
|
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|
2019
Q2 | $332K | Sell |
|
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|
2019
Q1 | $443K | Hold |
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|
2018
Q4 | $403K | Buy |
|
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|
2018
Q3 | $333K | Hold |
|
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $317K | Hold |
|
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|
2017
Q4 | $329K | Sell |
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|
2017
Q3 | $319K | Hold |
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|
2017
Q2 | $314K | Hold |
|
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|
2017
Q1 | $311K | Buy |
|